Family Office & Limited Partner Series

The Family Office & Limited Partner Series of events and programs is created for Single Family Office and Limited Partners in addition to Middle Market Dealmakers. Participants can share and discuss best practices, hot topics, market trends and updates, and relevant topics for Family Offices and Limited Partners while developing relationships and deal sourcing in a convenient and enjoyable setting. This series is ideal for these groups who not only fund invest in middle market alternatives such as private equity but also co and direct deal invest. 

This series is only open to Fund Managers, Family Offices, Limited Partners, and DealMakers (PE, IB, Lenders, VC, Strategic Acquirers, Independent Sponsors).
 

UPCOMING EVENTS

February 18, 2026

2026 ACG NY Family Office & Limited Partner – Winter Edition

Hosted by ACG New York and held at the Pillsbury Law Office in New York City, this timely program will explore the investment and growth opportunity in domestic and international mining as private capital continues to flow into critical minerals and resource-driven assets.

April 21, 2026

2026 ACG NY Family Office & Limited Partner Series - Spring Edition

June 17, 2026

2026 ACG NY Family Office & Limited Partner Series - Summer Edition

PAST EVENTS

OCTOBER 2025

Navigating Opportunity in Complex Deals 

Join ACG on October 9th in New York for a high-level panel discussion designed for investors seeking differentiated returns through distressed and special situation opportunities. This event brings together leading voices in turnaround, restructuring, and activism to explore the strategies, risks, and rewards of investing in distressed assets.

This panel will provide insights into why investors are increasingly exploring distress, how to navigate the inherent uncertainties, and what it takes to capitalize on these high-stakes opportunities. For Limited Partners, Family Offices, Private Equity professionals, Investment Bankers, and Strategic Lenders, this is a unique chance to hear from operators and investors who are turning complexity into value. Don’t miss this conversation on where risk meets reward — and how you can be part of the next big turnaround.

JUNE 2025

Summer Soiree & Discussion: The Exit Equation: Solving for Liquidity Amongst Uncertainty

How Public Market Climate is Defining the Private Investment Landscape

We will be discussing:

  1. Both public and private market discussions.
  2. Uncertainty to be discussed across many areas, such as fed rates, legislation, foreign affairs, tariffs.
  3. A larger multidisciplinary analysis and discussion.

MAY 2025

Return to the Rust Belt

For Family Offices, Limited Partners, Fund Managers, Lenders and Investment Bankers interested in The Rise in investment interest in manufacturing, industrials, railways, and ‘Rust Belt’ industries. Join us for a lively panel discussion, drinks, networking and passed hours d'oeuvres.

FEBRUARY 2025

Impact Investing

For Family Offices, Limited Partners, Fund Managers, Lenders and Investment Bankers interested in Impact Investing, join us for a lively panel discussion on impact investing and what opportunities are rising to the surface; accompanied by drinks, networking and passed hours d'oeuvres.

SEPTEMBER 2024

AI - Disrupting the Traditional Business Landscape

For Family Offices, Limited Partners, Fund Managers, Lenders and Investment Bankers interested in Artificial Intelligence, join us for a lively discussion on how Family Offices can navigate through the world of AI and the newly disrupted business landscape.

JUNE 2024

2024 ACG NY Family Office and Limited Partner Series - VIP Summer Soiree

Join us for an exclusive soiree welcoming Limited Partners, Family Offices, and Fund Managers from across North America. The evening will feature a fireside chat, 'Journey from Start-Up to Serial Entrepeneur: Overcoming Obstacles & Achieving Success', and networking reception at the historical venue, The Vaults.

APRIL 2024

VIP Family Office Dinner at DealMAX

ACG NY looks forward to welcoming invited Family Offices to this exclusive VIP Family Office Dinner at DealMAX, a part of the ACG NY Family Office and Limited Partner Series. 

MARCH 2024

Family Office and Independent Sponsor Dealmaking – A Match Made in Heaven

For Family Offices interested in direct and co-investment opportunities, but not looking to lock up capital in a fund structure, an Independent Sponsor can be a good fit. Join us for a lively discussion on how Family Offices can navigate the Independent Sponsor ecosystem and source potential opportunities to meet their investment mandate. 

NOVEMBER 2023

2023 ACG NY MMW LP, GP and Family Office Dinner

This is an exclusive ACG NY MMW dinner engaging Limited Partners, Family Offices, and Fund Managers from across North America. The goal of this event is to discuss trends in LP/FO fund and direct deal investing while providing an intimate networking experience.

JUNE 2023

Family Office & Limited Partner Series - Wall Street Edition

The VIP Family Office Series of events and programs is a strictly Single Family Office peer-to-peer series of meetings for ACG NY members and invited SFO guests. Participants can share and discuss Family Office best practices while developing relationships in a convenient, enjoyable setting.

MARCH 2023

Family Office Deals in 2023 - Competition & Compensation

In 2022 Family Offices concentrated efforts on recovery, retaining employees and complying with increasing regulation. Sophisticated international Family Offices fought the effects of macroeconimic pressures and ramped up their direct deal investing efforts.

Now seen as bonafide competition to private equity, Family Offices are recruiting, retaining and managing their (deal) teams far better. In the next session of the of the ACG NY LP/FO networking meet our panel of experts discuss how SFOs are putting their powder to work, finding M&A talent and compensating teams to perform. 

OCTOBER 2022

Family Office & Limited Partner Series

JUNE 2022

Family Office Series Annual Cocktail Reception

The VIP Family Office Series of events and programs is a strictly Single Family Office peer-to-peer series of meetings for ACG NY members and invited SFO guests. Participants can share and discuss Family Office best practices while developing relationships in a convenient, enjoyable setting.

MARCH 2022

Family Office Breakfast Series

The program will feature peer to peer networking and a lively discussion and conversation with guest speaker, Peter Cecchini, who will discuss global macro-economic dynamics and how market forces may affect the middle market deal making community including Family Offices within.  

DECEMBER 2021

Family Office Breakfast Series

ACG NY's Family Office Committee invites you to a networking breakfast and roundtable discussion. Come and meet your peers and join a lively discussion and conversation around pandemic deal making, managing supply chain issues in your portfolio companies, sourcing new opportunities and sharing deal flow, and investing in 2022 and beyond. 

SEPTEMBER 2021

Family Office Breakfast Series

Virtual Fireside Chat with Charles Reinhard, Citi

JUNE 2021

Niche VC & PE Investments

More and more Family Offices are channeling their attention to VC investments to compliment their PE portfolios. This session will focus on "Preferred LP" / "Anchor Investor" structure; Inefficiencies of the micro-PE market; Issues with matching emerging manager VC/PE funds with LPs; and Early stage VC focused outside of the major markets.
 

MAY 2021

Home Health & Hospice: Discussing Opportunities and Trends within the Home Care Landscape

Few industries have seen more consolidation over the past few years than the healthcare services sector. With the growing trend of home-based care even further emphasized through the pandemic, home health and hospice care continues to evolve and innovate. Record valuations in hospice in 2019 and early 2020 have continued post pandemic, while more and more new investors are entering the post-acute and home healthcare sector.

APRIL 2021

Post-Covid Family Office Investment Strategies and Opportunities in Retail & Consumer

Some parts of the retail and consumer sector were hit hard by the pandemic – especially brick and mortar establishments – but there were some clear winners as well. For the less experienced investor there may be some challenges finding right opportunity, but for the savvy investor, there could be some interesting opportunities.

MARCH 2021

Developing a Family Office Impact & ESG strategy

President Joe Biden made it clear that combating climate change would be a significant agenda item and his administration has recommitted the US to the Paris Climate Accord while signaling support for low-carbon electricity and clean energy. This could mean additional government subsidies or tax breaks for wind and solar energy as well as fuel efficient and electric cars - making those sectors more attractive to investors. What other areas of Environmental, Social and Governance (ESG) areas are family offices targeting? What other factors are driving this shift? How does embedding ESG and Impact into portfolio measurement affect long-term performance and risk?